Eaton Vance Senior Floating-Rate Fund
EFR
89 hedge funds and large institutions have $83.7M invested in Eaton Vance Senior Floating-Rate Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
45% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 20
10% more funds holding
Funds holding: 81 → 89 (+8)
0.51% more ownership
Funds ownership: 21.97% → 22.48% (+0.51%)
0% less capital invested
Capital invested by funds: $83.9M → $83.7M (-$204K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WPC
White Pine Capital
Bloomington,
Minnesota
|
+$1.16M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$952K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$773K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$512K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$491K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MHIC
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
-$2.46M |
| 2 |
IWN
Independent Wealth Network
Urbandale,
Iowa
|
-$1.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$705K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$382K |
| 5 |
AA
Altman Advisors
Chicago,
Illinois
|
-$355K |
EFR Hedge Fund Activity: Q3 2024 in Review
89 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q3 2024, worth a combined $83.7M — down 0.24% from $83.9M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new EFR positions and 6 closed out — a net gain of 8 holders — while 29 added to existing stakes and 20 trimmed.
The largest buyer was White Pine Capital, adding an estimated $1.16M. The largest seller was Marble Harbor Investment Counsel, cutting an estimated $2.46M.
- 89 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q3 2024, up from 81 in Q2 2024.
- Funds reported $83.7M of Eaton Vance Senior Floating-Rate Fund stock for Q3 2024, down 0.24% quarter-over-quarter.
- 14 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q3 2024 and 6 closed out, a net change of +8 holders.
- The largest Eaton Vance Senior Floating-Rate Fund buyer in Q3 2024 was White Pine Capital, an estimated $1.16M added.
- The largest Eaton Vance Senior Floating-Rate Fund seller in Q3 2024 was Marble Harbor Investment Counsel, an estimated $2.46M sold.
Based on aggregated 13F filings for Q3 2024.